Secretary/Appointment setter

We are looking for a Full time responsible and capable Scheduler and lunch runner to assist in setting appointments and picking up lunch for Hoffman and Company’s tax preparers during this tax season.
This position includes answering phones, managing files, and performing a variety of secretarial and clerical tasks and placing lunch orders. Duties of the this position include answering phones, scheduling client appointments, providing support to our managers and employees, assisting in daily office needs and making sure lunch is handled each day. The ideal candidates should have excellent oral and written communication skills and be able to organize their work using tools, such as Google Suite, client interaction software, and various office equipment. If you have previous experience in a professional office setting, we’d love to meet with you! We are looking for one full-time employee. This is a seasonal position with potential of staying on after tax season.

Responsibilities:

● Warmly greet clients on the phone
● Professionally answer and direct phone calls and take messages.
● Schedule appointments accurately and with great attention to detail to meet different preparers’ needs.
● Write and distribute email, correspondence memos, letters, and voicemail messages
● Provide basic and accurate information to clients
● Maintain updated information in client management software
● Take credit card payments over the phone
● Order lunch for office with provided list and pick up the order each day.

Qualifications:

● Proven experience in business office and customer service settings
● Knowledge of office systems and procedures
● Ability to learn various computer programs.
● Excellent time management skills and the ability to prioritize work
● Attention to detail and problem solving skills
● Excellent written and verbal communication skills
● Strong organizational skills with the ability to multitask and prioritize
● Highschool Degree; additional training as a secretary will be a plus.
● Must be able to work some overtime hours if full time during Peak Season

(Feb-Apr)

Pay:

● Range 16-17 dollars per hour.

Job Type: Full-time

Pay: $16.00 - $17.00 per hour

Schedule:

• Monday to Friday
• Weekends as needed

Application Question(s):

• Do you have phone customer service experience?

Work Location: In person